WA
| Starting price | $49/month, or $499/year on annual billing (works out to about $42/month) |
|---|---|
| Free plan | No. 14-day free trial; month-to-month, no contract, no setup fee |
| Upper tiers | CRM + WiseSocial $69/month ($699/year) · Enterprise custom, for teams of 15+ agents |
| Who is covered | Up to 5 team members on a shared login; own logins $20/month each |
| Best for | Solo agents and small teams that want one predictable bill |
| Not ideal for | Large teams that buy portal leads at volume, or anyone who needs a native mobile app |
| Standout feature | Transaction checklists, client portals and commission reports included in the base price |
| Biggest drawback | Separate logins, texting and extra team members are add-ons, so the flat price is not always the final price |
We assess Wise Agent from its published pricing, feature pages and help documentation, not hands-on testing. Prices checked on wiseagent.com in November 2026.
Wise Agent Review: Our Take
Wise Agent is a real estate CRM built around one idea: a small agent business should not pay per seat. The CRM plan is $49 a month, or $499 a year, and it covers up to five team members on a shared login. Inside that price you get lead capture pages, drip campaigns, bulk email, transaction checklists, client portals, commission reports and 24/7 phone, chat and email support. For a solo agent, that is a full back office for less than one seat on most specialist tools.
The trade-offs show up as you grow. The five people on the base plan share one login, so giving each agent their own access with permissions costs $20 a month per login. Texting is a separate add-on. The mobile experience is a web app, not a native app. There is no published G2 rating to benchmark it against. None of this is hidden, but it means the flat price is the starting point, not always the final bill.
Bottom line: if you are a solo agent or a team of two to five who wants transaction management and follow-up in one predictable bill, Wise Agent is one of the best-value options in real estate. If you run a lead-buying team that needs fast routing, a native app and per-agent reporting, compare it with the picks in our best CRM for real estate guide first.
What Is Wise Agent?
Wise Agent is a cloud CRM made only for real estate agents, teams and brokerages. The company is based in Fountain Hills, Arizona. It runs in the browser on desktop and as a mobile web app on phones.
The product covers five jobs that a general CRM leaves to you or to other tools:
- Lead generation: landing pages, custom domains and Facebook and Google ad campaigns launched from inside the CRM.
- Contact management and follow-up: contact records, lead rules, drip campaigns, bulk email, call lists and optional texting.
- Transaction management: buyer, seller and rental checklists, deadlines, client portals and property records linked to the MLS.
- Team tools: shared contacts and calendars, lead routing and role-based permissions.
- Reporting: commission charts, past and pending deals, and agent activity.
It is not a website platform or a lead marketplace; Lofty and Real Geeks bundle those.
Who Wise Agent Is a Good Fit for
A Good Fit If...
- Are a solo agent who closes a steady number of deals a year and wants checklists, reminders and drips in one place
- Run a team of two to five people who are happy to share one login and one database
- Want month-to-month billing with no contract and no setup fee
- Rely on sphere and past-client marketing more than on buying portal leads
- Want real people on the phone at any hour, since 24/7 support is included in the base price
Consider Another Option If...
- Buy leads from portals at volume and need instant routing, call tracking and per-agent accountability for a team of ten or more
- Want the widest app marketplace and a free starting plan (see HubSpot or Zoho CRM)
- Need a native iOS or Android app your agents will live in all day
- Want a website, IDX search and lead generation bundled with the CRM in one contract
Pricing and Plans: CRM vs CRM + WiseSocial vs Enterprise
Wise Agent publishes three plans. The first two are flat monthly prices, not per user. Annual billing saves about 15%. Every plan has a 14-day free trial, month-to-month billing with no contract, no setup fee, complimentary onboarding and unlimited training. Prices below are USD list prices from wiseagent.com, checked in November 2026.
| Plan | Monthly billing | Annual billing | Who is covered | What it adds |
|---|---|---|---|---|
| CRM | $49/month | $499/year (about $42/month) | Up to 5 team members, shared login | Full CRM, 100 lead enhancement credits, one landing page, 24/7 support |
| CRM + WiseSocial | $69/month | $699/year (about $59/month) | Up to 5 team members, shared login | Automated social posts for listings, branded listing videos, content scheduling |
| Enterprise | Custom | Custom | Teams of 15+ agents | Bulk licensing, custom solutions, white-label options |
Every plan includes lead automation, contact management, drip campaigns, transaction management, marketing tools, a team calendar, reporting, unlimited document storage and real estate stock content.
The Add-Ons That Change the Bill
| Add-on | Price | When you need it |
|---|---|---|
| Additional team members | $20/month per batch of 5 | More than 5 people in the account |
| Additional logins | $20/month per login | Each agent needs their own login and permissions |
| WiseText SMS | $11/month for 1,000 credits, plus a one-time $80 registration fee | You want texting and automated text follow-up |
| Lead enhancement credits | $5/month for unlimited | You enrich more than 100 leads with contact data |
| Extra landing pages | $5/month per active page | You run more than one capture page |
| WiseSocial | $20/month | You want social automation on the CRM plan |
A Power Dialer add-on (calls up to three leads at once) is sold too; its price is not published.
What a Real Bill Looks Like
The add-on that matters most is logins. The base plan lets up to five people work in one account on a shared login. If each agent needs their own login, for example so an assistant cannot export contacts, each extra login is $20 a month. We read this as the account holder's login being included, so a team pays for every additional person who needs their own access.
- Solo agent, annual billing: $499 a year. Add unlimited lead enhancement ($5) and texting ($11) and the year costs $499 + 12 × $16 + $80 = $771.
- Four agents sharing one login: $49 a month. Give each of the other three their own login: $49 + 3 × $20 = $109 a month.
- Eight agents: one extra batch of five team members takes the shared-login account to $49 + $20 = $69 a month. With separate logins for seven people it is $49 + 7 × $20 = $189 a month.
Wise Agent vs Follow Up Boss at 1, 4 and 8 Users
Follow Up Boss is the per-seat tool most agents compare Wise Agent against. Its Grow plan is $58 per user per month on annual billing ($69 monthly), and its Pro plan is $416 a month on annual billing ($499 monthly) for up to 10 users. Here is the monthly bill at three team sizes, using Wise Agent's monthly price and separate logins for everyone.
| Team size | Wise Agent (own logins) | Follow Up Boss Grow (annual) | Follow Up Boss Grow (monthly) |
|---|---|---|---|
| 1 agent | $49 | $58 | $69 |
| 4 agents | $109 | $232 | $276 |
| 8 agents | $189 | $464 (Pro: $416 for up to 10) | $552 (Pro: $499) |
At every size Wise Agent is cheaper, and the gap widens as the team grows. The question is not price. It is whether your team needs what Follow Up Boss is built for: instant routing of portal leads, a native app and call-heavy follow-up across many agents.
Which Plan Should You Actually Buy?
CRM on annual billing is the right answer for most solo agents and small teams. CRM + WiseSocial only makes sense if you post every listing to social media and want it done for you; the $20 difference buys the same thing as the WiseSocial add-on. Enterprise is for brokerages of 15 or more agents that want bulk pricing or separate databases linked together. Budget for texting from day one if your leads expect a text reply.
Watch out for: the shared login. Five people can work in one account, but they share a login and a database. The moment you need per-agent permissions or tracking, each login is another $20 a month. For a wider view of what CRMs really cost, see our CRM cost breakdown.
Key Features and How They Work
Lead Capture and Landing Pages
Every plan includes one customizable landing page, and extra pages are $5 a month each. You can buy a domain and connect it to your pages, and launch Facebook and Google ad campaigns from inside the CRM. Every lead lands in the CRM with its source. Lead enhancement adds verified contact data to new leads; 100 credits a month are included.
Lead Routing and Lead Rules
Incoming leads can be routed to specific agents based on rules, territories or availability. Lead rules also trigger the follow-up that should happen next, such as starting a drip campaign or creating a call task. That is enough for a small team, but not for one routing hundreds of portal leads a month.
Drip Campaigns and Bulk Email
Drip campaigns can schedule emails, texts, calls, videos and printed mail over weeks or months. Wise Agent ships a library of prebuilt real estate campaigns, so you can start a past-client or sphere drip on day one and edit it later. Bulk email allows up to 2,500 emails a day or 75,000 a month without a separate email tool, plus a monthly newsletter and stock real estate content.
Texting and AI Follow-Up
Texting is the WiseText add-on: $11 a month for 1,000 credits and a one-time $80 registration fee. With it you can text from the CRM, add texts to drips, and turn on an AI bot that replies to new leads using real estate scripts and handles common objections. Without the add-on, your follow-up is email, calls and tasks.
Transaction Management
This is where Wise Agent earns its place. You build checklist templates for buyers, sellers and rentals, then apply one to each deal. Each task has a due date and an owner, so inspection, appraisal and closing deadlines are tracked in one place. Automated triggers can email or text the client when a task is complete. Properties can be imported from the MLS and linked to the transaction, and all documents attach to the deal.
Client Transaction Portals
Clients get a secure, branded portal showing which steps are done, which cuts the "where are we?" calls. Few CRMs at this price include one.
Commission Tracking and Reporting
Commission reports show past, pending and upcoming deals in charts, linked to contacts and goals. Brokers and team leads get agent activity and performance reports. It is not a full brokerage accounting system.
Team Permissions
With separate logins, you can set roles for admins, agents, assistants and transaction coordinators, and decide who can view, edit or export data. Small teams usually run as one shared account with one database. Larger teams and brokerages can link several Wise Agent accounts while keeping separate databases, which suits independent agents under one broker.
Mobile Web App
On a phone you use Wise Agent's mobile web app in the browser. Nothing to download, and it covers adding contacts, notes, tasks, calls and texts. It works between showings but is not a native app.
A Solo Agent's Week in Wise Agent
How a solo agent with about 400 contacts and four active deals would use it, based on the feature documentation:
- Monday: import your contact list, tag past clients and sphere, and start the prebuilt past-client drip. Two new leads from your landing page arrive with source and enriched phone numbers.
- Tuesday: a lead rule assigns the new leads a short follow-up drip and a call task for the next morning. Your call list shows who to ring and logs the notes.
- Wednesday: a buyer goes under contract. You apply your buyer checklist, which sets due dates for inspection, appraisal and financing, and invite the client to their portal.
- Thursday: you tick off the inspection task. The trigger emails your client automatically, so you skip one phone call.
- Friday: you check the commission report for pending income and send the monthly newsletter to your whole database.
Nothing in that week needs an add-on, which is why the $49 plan suits this kind of agent.
Ease of Use and Setup
Wise Agent scores 4.2 here. The menus are organised around the jobs agents already do: contacts, calendar, transactions, marketing. Complimentary onboarding and unlimited live and on-demand training are included, and the prebuilt drips and checklist templates mean you are not building from a blank page. The interface looks plainer than newer CRMs and takes a week or two to learn. Teams should decide early between a shared login and separate logins, because it shapes permissions and lead rules.
Integrations and API
Wise Agent says it connects with more than 100 apps, including lead sources, marketing tools and productivity software. A Gmail connection logs client email to the right contact record. MLS integrations import listings into transactions. For anything outside the catalog, ask support before you commit. The catalog is smaller than a general CRM's: if you want to wire your CRM into accounting, e-signature, ad platforms and a custom website all at once, HubSpot and Zoho CRM have far larger marketplaces.
Support and Customer Service
Support is the strongest part of the package and earns a 4.6. Phone, email and live chat support run 24/7, and they are included on every plan with no paid tier above them. New accounts get complimentary onboarding, and you can book one-on-one sessions and join live classes. For agents who work evenings and weekends, that matters.
Pros and Cons
What We Like
- Flat $49/month or $499/year covers up to 5 team members
- Transaction checklists, client portals and commission reports included
- Prebuilt real estate drip campaigns and up to 2,500 emails a day
- 24/7 phone, chat and email support on every plan
- Month-to-month, no setup fee, 14-day free trial
- Lead routing and role-based permissions for small teams
What Could Be Better
- The 5 included people share one login; own logins are $20/month each
- Texting is an add-on with a one-time $80 registration fee
- Mobile web app, not a native iOS or Android app
- Smaller integration catalog than general CRMs
- No published G2 rating to benchmark against
- Plainer interface than newer CRMs
How Wise Agent Compares with Other Options
| Tool | Starting price | Free plan / trial | Choose it over Wise Agent when… |
|---|---|---|---|
| Follow Up Boss | $58/user/mo (annual) | 14-day trial | Your team buys portal leads at volume and needs fast routing and a native app |
| Real Geeks | $399/mo + $500 setup (2 users) | No trial | You want an IDX website and lead generation bundled with the CRM |
| Lofty | Quote only (third-party estimates about $449/mo) | No trial | You want a website, CRM and AI assistant on one contract |
| HubSpot CRM | Free; low-cost Starter plan | Free for 2 users | You want a free start and the largest app marketplace |
| Zoho CRM | Free; $14/user/mo (annual) | Free for 3 users | You want a general CRM you can customise heavily |
Wise Agent vs Follow Up Boss comes down to how you get your business. If most deals come from your sphere, past clients and your own landing pages, Wise Agent gives you more back-office tools for a fraction of the price. If your team buys leads from portals and wins on speed to lead, Follow Up Boss is built for that job and costs several times more per agent.
Wise Agent vs a general CRM such as Pipedrive is about setup: general CRMs hold contacts and deals but ship no transaction checklists, client portals or commission reports. For the full shortlist of real estate options, see our best CRM for real estate guide, and our best CRM for small business guide if you sell outside real estate too.
Frequently Asked Questions
How much does Wise Agent cost?
Wise Agent costs $49 a month, or $499 a year on annual billing, as of November 2026. That covers up to 5 team members on a shared login. CRM + WiseSocial is $69 a month or $699 a year, and Enterprise pricing for teams of 15 or more agents is custom. There is a 14-day free trial and no setup fee.
Does Wise Agent have a free plan?
No. Wise Agent has no free plan, only a 14-day free trial. After the trial you pay $49 a month or $499 a year. If you need a free start, HubSpot is free for two users and Zoho CRM is free for three, but neither includes real estate transaction checklists.
How many users does one Wise Agent subscription cover?
One subscription covers up to 5 team members on a shared login. More team members cost $20 a month per batch of 5. If each person needs their own login with permissions, each extra login is $20 a month.
Is Wise Agent month-to-month?
Yes. Wise Agent bills month to month with no contract, and you can cancel any time. Annual billing at $499 a year is optional and saves about 15% against twelve monthly payments of $49. Wise Agent states there are no setup fees.
Does Wise Agent have a mobile app?
Wise Agent offers a mobile web app rather than a downloadable app. It runs in your phone's browser and covers contacts, notes, tasks, calls and texts. It is fine for updates between showings, but it is not a native iOS or Android app.
Wise Agent vs Follow Up Boss: which is better?
Wise Agent is better for a solo agent or a small team that wants the lowest bill: $49 a month covers up to 5 people. Follow Up Boss is better for a team that buys portal leads at volume and needs fast routing and a native app, at $58 per user per month on annual billing.
Our Final Take
Wise Agent earns its 4.1 by giving a solo agent or a small team a complete real estate back office for one flat bill: lead capture, drips, transaction checklists, client portals, commission reports and support that answers at any hour. Price your real setup before you sign. Separate logins, texting and extra team members are add-ons, and they decide whether your bill stays at $49. If you are a lead-buying team of ten or more, compare Follow Up Boss. If you are a solo agent or a team of up to five, start the 14-day trial here.